allocator of capital
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jan 10, 2022 by Chris Douvos · across every show →
Everything said about allocator of capital, oldest first
Jan 10, 2022
Allocators must test managers' competitive advantages and their own evaluation abilities
“You're always testing a joint hypothesis. Is this manager an outstanding manager with a sustainable competitive advantage is hypothesis one. The second is, am I sufficiently aware and educated that I can ascertain that?”